As the Nikkei 225 renews its all-time high and bullish sentiment strengthens, the US attack on Iran broke out. The article presents analysis and specific investment ideas to help individual investors navigate the market, together with industry-specific positive and negative factors and the strategies of prominent investors.
Individual investors' interest is growing as the Nikkei 225 continues to renew its all-time high. This article organizes key issues including inflation's impact on asset values, bubble concerns, changes among companies, and US-China tensions, while presenting both a market outlook and investment ideas.
The article analyzes positive and negative factors across industries and changes in the rankings of major companies, and introduces trends among stocks considered promising from both offensive and defensive perspectives. As investment ideas, it covers the strategies of prominent investors, stock-picking techniques and rankings.
Specifically, it provides hints for investment ideas for fiscal 2026 and presents a broad range of perspectives, from investment policies designed to outpace inflation to aggressive pursuit of returns. It also explains key points for defensive stock selection and strategies for responding to changes in the market.